A wide range of capabilities to fulfill your diverse financial needs

We are a diverse team, united behind our clients’ goals and driven to help them achieve financial success. Our experience helps us seamlessly integrate with you and your company (if applicable), complementing your strengths and incorporating our own gained from years of experience. Working with us means you have an office of intellectual capital behind your institution, leveraging our collective experience to provide sound, comprehensive financial guidance.

We’ve had the pleasure of working with a range of diverse clients, from families and business owners to large institutions. This agility has allowed our team to hone the skillset required to provide uncompromising financial service.

We develop tailored portfolios and financial plans, seeking out opportunities from a global vantage point and factoring micro- and macroeconomic conditions to develop plans designed to sustain over the long term. Each strategy we employ is intended to balance growth with the appropriate level of risk, while furthering your financial goals.

We commit ourselves to thorough research and an intense vetting process, so you know that the investments and managers we recommend offer qualities that enhance your investment portfolio. We tap into our network of professional contacts and hold frequent calls to ensure their approach aligns with our own.

The advisory relationship should be ongoing, growing stronger with time. We actively manage and monitor portfolios to ensure they stay consistent with your goals, using the original strategy as a guidepost. We commit our full capabilities as a team to your success, united behind the pursuit of your ideal financial future.

Key Person Insurance: How to Recruit, Retain and Reward Great Talent

03/24/2023
How to Recruit, Retain and Reward Great Talent.
Life Events, Lifestyle & Technology

Charitable Donations Through Your Corporation

03/24/2023
You may be aware of the generous tax incentives offered by the Canadian government for personal donations made to a registered charity.
Life Events, Lifestyle & Technology

How to Manage Debt Efficiently

03/24/2023
Many people dream of being debt-free.
Life Events, Lifestyle & Technology

Business Succession Planning and Personal Estate Planning

03/24/2023
Running a business on your own can be difficult, let alone a family business. Like any business, running a family business has its rewards and challenges.
Life Events, Lifestyle & Technology

Portfolio Strategy

03/23/2023
Recent developments over the past couple of weeks have been surprising, but not entirely unexpected.
Markets & Investing

Men, the Home and Gender Equity

03/22/2023
March is Women’s History Month.
Life Events, Lifestyle & Technology

Whole loans, interest rates and the current market | John Toohig and Nadeem Kassam

03/20/2023
Listen to our podcast with John Toohig and Nadeem Kassam.
Markets & Investing

Canadian Diversified Financials | Stephen Boland, Equity Research Analyst

03/15/2023
Listen to our podcast with Stephen Boland.
Markets & Investing

Corporate sustainability/ESG | Eric Saarvala, Raymond James Canada Foundation

03/10/2023
Listen to our podcast with Eric Saarvala.
The Advantaged Investor

Insights and Strategies

03/01/2023
To investors’ surprise, the hawkish narrative has resumed, following stronger-than-expected economic releases on both sides of the border for employment, inflation, consumer spending, etc.
Markets & Investing

Your Pathway to Better Brain Health

02/23/2023
Watch our latest Client Insights webinar.
Life Events, Lifestyle & Technology

Head Fixed Income trader | A discussion about fixed income, interest rates and opportunities

02/23/2023
Listen to our podcast with Harvey Libby.
Markets & Investing